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The first pages of the Healthcare Business Case template

Healthcare Business Case

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Style
Modern
Difficulty
Beginner
Updated
November 6, 2026

Every page (8)

Overview

Clinical investment is hard to approve on enthusiasm alone. A finance director wants costs, benefits and a payback period, and a clinical director wants proof that patients will be better off. This business case example puts both in one document: the clinical need, the options considered, patient outcomes, a costed budget, activity and the risks. Each figure carries its basis, so the decision can be defended to a board.

The sample is for Bramblewood Works, a fictional clinic group considering a new referral route for earlier diagnosis. It shows £538K of year-one costs, a payback of 28 months, a benefit-cost ratio of 1.8, and a preferred option that cuts the first wait from 14 weeks to 6. Replace the need, costs, benefits and owners with your own, and run a 20 per cent downside test on benefits before the paper goes to the board.

Useful for

  • A clinical director asking the board to fund a new referral route
  • A finance director checking costs, payback and the do-nothing case
  • A clinic board reviewing the risks before a yes or no decision

What's included

  • 8 pages in one Google Docs file
  • A cover and a clinical need page with a referral chart
  • An options comparison with scores and a clear preference
  • Patient outcomes with a chart and two care route lists
  • A costs table, a yearly chart and a summary callout
  • An activity checklist and a five-item risk register

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace the problem statement with your own cost of the status quo, in pounds a year.

  3. 3

    Build the options table with a do-nothing baseline and two real alternatives.

  4. 4

    Enter costs for each year, including running costs and contingency.

  5. 5

    Delete the guide page, then share the document or present it.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Are the clinic group, people and figures real?

No. Bramblewood Works, its staff, the clinical data, costs and benefits are fictional sample data. Replace them with your own evidence before you put the case to a decision-maker.

What discount rate should I use?

Use the rate your finance team sets for public investment, typically between 3.5 and 8 per cent. Show the net present value at that rate in the costs section so readers can check it.

Why show the do-nothing case?

Decision-makers need to see what happens if they say no. The do-nothing option shows the cost of waiting, which is often the strongest reason to approve a smaller investment.

  • #business-case-template
  • #healthcare-investment
  • #clinic-business-case
  • #cost-benefit-analysis
  • #options-appraisal
  • #google-docs

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